PWA

Physician Wealth Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.39M
3
+$7.39M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$3.31M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.07M

Top Sells

1
+$19M
2
+$7.08M
3
+$3.37M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.1M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.55M

Sector Composition

1 Technology 6.37%
2 Healthcare 1.89%
3 Financials 1.55%
4 Consumer Discretionary 1.4%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8.33K ﹤0.01%
114
+5
677
$8.28K ﹤0.01%
120
678
$8.22K ﹤0.01%
23
+1
679
$8.21K ﹤0.01%
792
+385
680
$8.11K ﹤0.01%
333
681
$8.09K ﹤0.01%
1,524
682
$8.09K ﹤0.01%
102
+27
683
$8.08K ﹤0.01%
954
+83
684
$8.06K ﹤0.01%
205
+1
685
$8.01K ﹤0.01%
100
686
$8K ﹤0.01%
16
+10
687
$7.99K ﹤0.01%
34
+7
688
$7.95K ﹤0.01%
17
+6
689
$7.95K ﹤0.01%
946
690
$7.92K ﹤0.01%
139
691
$7.91K ﹤0.01%
750
+742
692
$7.88K ﹤0.01%
+170
693
$7.85K ﹤0.01%
111
+15
694
$7.82K ﹤0.01%
89
+17
695
$7.76K ﹤0.01%
330
696
$7.76K ﹤0.01%
252
697
$7.75K ﹤0.01%
28
698
$7.75K ﹤0.01%
192
+30
699
$7.75K ﹤0.01%
253
-9
700
$7.73K ﹤0.01%
258
-35
26 27
28
29 30